High Net Worth Estate Planning Series

Current Developments Unveiled – Part 1

Mark Parthemer

April 30, 2024

Tune in to the latest episode of Legal Visionaries, hosted by Mary Vandenack, a legal expert specializing in high-end estate planning, tax strategy, asset protection planning, and business exits.  Joining her is Mark Parthemer, Chief Wealth Strategist and Florida Regional Director at Glenmede.  Listen in as they discuss the recent developments in the world of taxes and estate planning including the Corporate Transparency Act, the IRS CCA on grantor trusts, the Treasury Priority Guidance Plan, and more.  Make sure you are informed and prepared for the next tax season.